Filed April 22, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $996 | $57,073-98.3% | $85,126-98.8% | $80,925-98.8% |
| Participation rate | 91.1% | 56.4%+34.7pp | 67.5%+23.6pp | 67.7%+23.5pp |
| Annual return | 3.50% | 21.69%-18.2pp | 66.63%-63.1pp | 35.65%-32.1pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $73 | $4,988-98.5% | $6,160-98.8% | $6,940-98.9% |